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TrueNorth Wealth & Impact, LLC’s Interactive Brokers IBKR Stock Holding History

TrueNorth Wealth & Impact, LLC’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$228K Buy
+2,672
New +$245K 0.09% 161

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TrueNorth Wealth & Impact, LLC's IBKR Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Interactive Brokers (IBKR) in Q3 2026: 2,672 shares worth $228K. The stake represents 0.09% of the portfolio and ranks #161 among its holdings.

922 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 2,672 shares of Interactive Brokers worth $228K as of Q3 2026.
  • Interactive Brokers was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Interactive Brokers made up 0.09% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #161 holding.
  • 922 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.